WAM
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Wealthspire Advisors (Maryland)’s VOC Energy VOC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,100
Closed -$4K – 2565
2017
Q3 		$4K Buy
+1,100
New +$4.2K ﹤0.01% 1874

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MGAM
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Creative Planning
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CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
HT
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Morgan Stanley
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOC Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of VOC Energy (VOC) in Q4 2017, closing a stake of 1,100 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in VOC in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 32 funds tracked by Wall St. Rank hold VOC as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining VOC Energy position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,100 VOC Energy shares in Q4 2017, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in VOC Energy in Q3 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s VOC Energy position peaked at $4K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held VOC Energy as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.